Anic Equity¶
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Total return since start: 0.57 %¶
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Equity now: -----------------------------> 47943.68 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46548.73 Kr¶
PnL: ---------------------------------------> -339.84 Kr¶
DD now: ---------------------------------> -1.411 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-23 14:24:04.367962'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 2.640000 | 3229.200000 | 258.200000 | 8.690000 | 2971.000006 |
| HEBA B | 70 | 2.670000 | 2828.000000 | 192.000000 | 7.280000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | 0.170000 | 2980.000000 | 53.000000 | 1.810000 | 2927.000000 |
| Corem Property Group B | 59 | 1.150000 | 620.680000 | 43.680000 | 7.570000 | 576.999999 |
| AcadeMedia | 12 | 1.010000 | 599.280000 | 42.280000 | 7.590000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 3.470000 | 393.800000 | 38.800000 | 10.930000 | 355.000000 |
| MedCap | 2 | 2.700000 | 457.000000 | 36.000000 | 8.550000 | 421.000000 |
| HMS Networks | 2 | 3.390000 | 708.000000 | 35.000000 | 5.200000 | 673.000000 |
| Boozt | 12 | 0.140000 | 1688.400000 | 34.400000 | 2.080000 | 1653.999996 |
| SAAB B | 8 | -0.980000 | 3406.400000 | 29.400000 | 0.870000 | 3377.000000 |
| Resurs Holding | 22 | -0.290000 | 599.280000 | 25.280000 | 4.400000 | 573.999998 |
| OEM International B | 7 | 1.030000 | 551.600000 | 23.600000 | 4.470000 | 527.999997 |
| Intrum | 4 | 1.870000 | 546.000000 | 19.000000 | 3.610000 | 527.000000 |
| Eastnine | 4 | 0.160000 | 509.600000 | 18.600000 | 3.790000 | 491.000000 |
| Norva24 Group | 16 | -0.340000 | 558.080000 | 15.080000 | 2.780000 | 543.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 1.670000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| Coor Service Management Hold. | 8 | 1.720000 | 544.400000 | 12.400000 | 2.330000 | 532.000000 |
| Securitas B | 6 | 2.490000 | 578.040000 | 8.040000 | 1.410000 | 570.000000 |
| Karnov Group | 9 | 0.170000 | 541.800000 | 5.800000 | 1.080000 | 536.000004 |
| CTEK | 13 | 1.790000 | 539.500000 | 5.500000 | 1.030000 | 533.999999 |
| Swedbank A | 3 | 0.190000 | 568.350000 | 4.350000 | 0.770000 | 564.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.990000 | 248.160000 | 2.160000 | 0.880000 | 246.000000 |
| Creaspac SPAC | 6 | -0.210000 | 576.600000 | -0.400000 | -0.070000 | 577.000002 |
| Handelsbanken A | 5 | 0.230000 | 545.250000 | -0.750000 | -0.140000 | 546.000000 |
| Nordea Bank Abp | 29 | 0.120000 | 3452.740000 | -1.260000 | -0.040000 | 3453.999992 |
| Essity B | 2 | -2.010000 | 565.800000 | -8.200000 | -1.430000 | 574.000000 |
| Midsona B | 63 | 2.470000 | 573.930000 | -9.070000 | -1.560000 | 582.999984 |
| Essity A | 4 | -1.740000 | 1130.000000 | -19.000000 | -1.650000 | 1149.000000 |
| International Petroleum Corp. | 5 | 3.650000 | 568.000000 | -26.570000 | -4.470000 | 594.565215 |
| Sampo Oyj SDB | 7 | -0.550000 | 3822.000000 | -28.000000 | -0.730000 | 3850.000000 |
| Vivesto | 1368 | -0.930000 | 551.300000 | -61.700000 | -10.070000 | 612.999432 |
| Axfood | 13 | 0.180000 | 3667.300000 | -88.700000 | -2.360000 | 3756.000001 |
| OX2 | 18 | -0.680000 | 1439.100000 | -224.900000 | -13.520000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.400000 | 3500.000000 | -311.000000 | -8.160000 | 3810.999990 |
| Ovzon | 52 | 0.360000 | 2891.200000 | -470.800000 | -14.000000 | 3361.999992 |
| TOTAL | 46555.240000 | -333.330000 | -1.3977% | 46888.564618 |
Updated:¶
'2023-01-23 14:23:22.064040'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
